Meridian Wealth Advisors Blog

This blog will be used to communicate - both to my existing clients as well as to my prospective clients - concepts that I come across on a daily basis from meetings, technical reading, webinars, seminars, rss feeds and even dinner discussions and that by sharing I hope will be useful to you the reader. As a CPA financial planner, I am fortunate to practice at a unique intersection of investments and taxes that is both challenging and interesting.

Some of my future posts may be very basic but nevertheless valuable to remind everyone of good practices, while others I hope will be quite original. Some posts may be a brief commentary on a link to someone else's article or post, while others will be those that I develop over a period of time. In any circumstance, I hope to post with some diligence and frequency to give you a reason to return again and again.

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ABOUT SCOTT FLOERSHEIM

Scott Floersheim has been providing successful New Mexico residents with both tax and accounting services as a CPA for over 30 years as well as financial planning services as a CFP® practitioner for nearly 20 years.

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Contact

[fa icon="phone"] 505.828.2220

[fa icon="home"] 9400 Holly Ave NE Bldg 4, Albuquerque NM 87122-2969

COMPLIANCE

Meridian Wealth Advisors, LLC (“MWANM”) is a registered investment adviser offering advisory services in the States of New Mexico and Texas as well as in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MWANM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MWANM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by MWANM as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.